Find a CEA

My clients vary dramatically in age and I am now seeing  questions arising more frequently about Estate Planning.

The opportunity to gain more valuable knowledge about the Complex Role of the Executor has convinced me to become a CEA (Certified Executor Advisor).

So combining this new knowledge with my Certified Financial Planner designation and using Advanced Financial Planning Software puts my clients in the best postion possible to make informed decisions about their Financial future.

Dwayne is the Associate Vice President of Life and Health insurance for the Canadian Automobile Association (CAA) and Founder and Principal of the CAA Club Group Advisory Services which provides integrated insurance, financial and estate planning strategies for Canadians. His career includes senior management positions with national insurance companies, where he developed innovative product and business strategies, facilitated local and national affinity partnerships, participated in the creation of a national travel insurance company and the creation of an integrated distribution network focused on access, advice and solutions for all Canadians.

Dwayne is a Licensed insurance advisor, Schulich School of Business Graduate, Chartered Insurance Operations Professional and Fellow of the Society of Insurance Leaders.  He is licensed to conduct business in Ontario, Manitoba, Newfoundland, Nova Scotia, New Brunswick, Prince Edward Island and all Territories.

In addition to CICEA, Dwayne is a member of Advocis (the Financial Advisors Association of Canada), and a Trustee at the Toronto Grace Health Centre - a ministry of the Salvation Army

Dwayne has over 20 years of experience in financial management, development and distribution with a focus on life, health and travel insurance.  A firm belief in the education and empowerment of Canadians, Dwayne is dedicated to creating financial freedoms, control and confidence for all. 

Working with Lawyers Financial to provide access to comprehensive financial planning and investment recommendations to members in the Legal Community throughout different stages of their lives and careers.  

Providing direction when you need it most.

Have you been designated as an Executor/Executrix for a family member or friend? It could quite possibly be the most stressful job you never applied for. Acting as an Executor is a difficult task that may propel you into unknown waters and have you drowning in a sea of decisions. 

In the financial industry for over 15 years, I am passionate about helping de-stress the role and responsibility of being an Executor - providing direction, insight and resources to help you navigate the process. 

I am a Certified Executor Advisor and Elder Planning Counsellor because I believe that working with the ‘Golden Generation’ requires unique and essential comprehensive knowledge to create suitable solutions to protect the well-being and legacy of our Grandmas and Grandpas.

www.linkedin.com/in/michellewolff-iolitefinancial

https://michellewolff.thelinkbetween.ca/contact

A Commitment in Writing

My goal as a consultant from the
Investors Group is to provide you with the financial freedom and security at
the prime of your life. Utilizing the unlimited corporate financial resources,
expertise and technology, I am committed to develop a plan which will achieve
your goals and objectives. As my client, I will monitor and up-date your
customized plan periodically to reflect the changes in your personal and
financial circumstances. The scope of coverage will include but not limited to
investment, taxation, banking, mortgages, insurance, retirement and estate
planning. My top priority is to ensure the success and integrity of your plan
so you and your family may continue to enjoy the financial protection now and overtime.
As my client, your personal interest and benefits are always first and foremost. 

I started as a London Life sales representative in November 1997.  I was promoted to the Sales Manager role in 1999 then took up various director roles from 2000 - 2015.  I was appointed as Regional Manager in 2015 and was further promoted to the Managing Director role in 2017 managing three financial centres with about 180 advisors.  I started my own firm in mid 2023 after stepping down from my management role at Canada Life.  I have the EPC, CHS and CFP designations with a Hon. B.Sc. degree major in Financial Services from the University of Manchester, Institute of Science & Technology.

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At Cawley Curran Wong & Associates (CCW), we are committed to providing a comprehensive range of practical accounting, financial and tax services to our clients.

Sam worked in various senior financial and commercial position for a Fortune 100 multi-national Oil company in Hong Kong and in Chicago and was a Financial Advisor. His experience puts Sam in a unique position to serve as an  Outsource CFO for some of his clients. 

Sam holds a B. A. Sc. (hons)  in Chemical Engineering and is member of Institute of Chartered Professional Accountants of both Ontario and British Columbia.

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

I manage a team of trust professionals who work with clients to provide up-front estate planning, professional executor services and Powers of Attorney for Property services.  I have not been a Trust Officer and am always looking for ways to build my knowledge in this field.  With the demographics and amount of wealth to be transition,  I view tbhis to be a growing market with demand for estate professionals